LogoFresh Jobs Ahead
Lido Advisors, LLC
Lido Advisors, LLC
201 – 500 Darbinieki
ApdrošināšanaFinansesKonsultācijas
Lido Advisors, LLC ir līdzekļu pārvaldības uzņēmums, kas apkalpo turīgas privātpersonas, uzņēmējus, labdarības organizācijas un mediju personības, izmantojot personalizētu ģimenes biroja pieeju. Uzņēmums, kas dibināts 1999. gadā, apvieno finanšu plānošanu, ieguldījumu pārvaldību un stratēģisku nodokļu un mantojuma plānošanas koordinēšanu, lai palīdzētu klientiem aizsargāt, palielināt un saglabāt savu labklājību. Lido pārvalda aktīvus vairāk nekā 20 miljardu ASV dolāru vērtībā un sadarbojas ar saistītajiem juridisko un nodokļu jomas speciālistiem, kad klientiem nepieciešami pakalpojumi, ko uzņēmums pats nepiedāvā. Lido Advisors komandā ir 201–500 darbinieku un 33 biroji visā Amerikas Savienotajās Valstīs, un uzņēmums piedāvā dažādas iespējas privātās labklājības pārvaldības, finanšu, konsultāciju un saistīto pakalpojumu jomā.
LinkedIn
Vakances uzņēmumā

Vice President Business Intelligence Engineer at Lido Advisors (Remote)

Lead Salesforce CRM analytics, business intelligence reporting, and predictive modeling for data-driven wealth management decisions at Lido Advisors. Partner with stakeholders to deliver governed, actionable insights across sales, operations, and client analysis.

USAmerikas Savienotās ValstisAttālinātiPilna slodzeVadošais speciālistsNepieciešamā Valoda: angļuBiznesa analītikas izstrādātājs
MākonisPythonSQLTableau

Apraksts

  • Develop CRM analytics solutions for key stakeholders.
  • Use Salesforce CRM Analytics to extract, transform, and analyze data for business processes and decisions.
  • Build dashboards, reports, and visualizations with Salesforce Analytics and other BI tools.
  • Create predictive models that help Sales teams identify priority focus areas.
  • Partner with cross-functional teams to define data requirements and deliver tailored solutions.
  • Work with IT and business stakeholders to customize Salesforce workflows, automations, and integrations.
  • Clean, transform, and validate data to maintain accuracy and integrity.
  • Analyze customer information, sales performance, and market trends to produce actionable insights.
  • Apply data governance, compliance, and security practices within Salesforce.
  • Investigate data trends, patterns, and opportunities for improvement.
  • Present analytical findings clearly to stakeholders.
  • Handle ad hoc data requests and provide project-based analytical support.
  • Keep current with data analytics and visualization practices.
  • Develop and maintain interactive CRMA dashboards and reports using Snowflake integration.

Prasības

  • Bachelor’s degree in data science, information systems, business, or a related field.
  • At least five years of professional experience.
  • Demonstrated experience with CRMA, Salesforce, Agentforce, Data Cloud, or comparable Salesforce capabilities.
  • Working knowledge of Snowflake, dbt, API integrations, and data management methods.
  • Experience in revenue operations, including systems for business development and client analysis.
  • Strong SQL skills for querying, extracting, transforming, and analyzing data.
  • Familiarity with AI and predictive analytics in CRM platforms.
  • Strong problem-solving ability and skill in converting business needs into technical solutions.
  • Clear communication skills, including presenting insights and complex findings to nontechnical audiences.
  • Ability to work independently and collaboratively in a fast-paced, deadline-driven setting.
  • Proficiency with Salesforce Lightning, Salesforce Analytics, and data visualization tools.
  • Experience with analytics platforms such as CRM Analytics, Tableau, or Power BI.
  • Experience working with Snowflake data warehouses.
  • Experience with Slack, Slack Bot, Headless 360, SF Coworker, or similar tools.
  • Experience using AI tools such as Claude, ChatGPT, Copilot, and related integrations.
  • Knowledge of additional data analysis tools and programming languages, including Python or R.
  • Experience in wealth management or financial services.
  • Understanding of data governance and data security best practices.
  • Salesforce certifications such as Salesforce Administrator, Salesforce Business Analyst, or Salesforce CRM Analytics & Einstein Discovery Consultant are advantageous.

Priekšrocības

  • Competitive compensation and benefits package.
  • Professional development and career growth opportunities.
  • Collaborative and inclusive workplace.
  • Flexible work arrangements.

Saistītās vakances

Medtronic

Director of Clinical Research, Peripheral Nerve Stimulation

Medtronic
H1B vīzas sponsorsRažošanaVeselības apdrošināšanaVeselības aprūpe
USAmerikas Savienotās ValstisMNMinesotaOHOhaio
212 800 $ – 319 200 $ / gads
KlātienēPilna slodzeVadošais speciālistsNepieciešamā Valoda: angļuKlīniskā pētniecība
Google Cloud Platform

Lead Medtronic’s global clinical evidence strategy for peripheral nerve stimulation therapies throughout the product lifecycle. Oversee premarket and postmarket research supporting scientific, regulatory, reimbursement, and commercial goals.

Atvērt
Atrium Therapeutics

Senior Clinical Trial Manager, Remote (California)

Atrium Therapeutics
11 – 50 Darbinieki
BiotehnoloģijaFarmaceitiskie produkti
USAmerikas Savienotās ValstisCAKalifornija
171 000 $ – 189 000 $ / gads
AttālinātiPilna slodzeVecākais speciālistsNepieciešamā Valoda: angļuKlīniskā pētniecība
Google Cloud Platform

Lead global clinical operations for Atrium Therapeutics’ RNA therapies targeting cardiomyopathies. Oversee CROs, vendors, budgets, timelines, compliance, and trial delivery.

Atvērt
IQVIA

Clinical Research Associate, Sponsor Dedicated

IQVIA
H1B vīzas sponsorsKonsultācijasMārketingsRažošana
USAmerikas Savienotās ValstisFLFloridaKSKanzasaNJŅūdžersijaNCZiemeļkarolīnaUTJūta
74 500 $ – 197 500 $ / gads
KlātienēPilna slodzeJaunākais speciālistsVidējais līmenisGrāds nav nepieciešamsNepieciešamā Valoda: angļuKlīniskā pētniecība
Google Cloud Platform

Monitor clinical trial sites and support protocol compliance, patient recruitment, and study documentation for IQVIA. Coordinate with site staff and project teams to help trials meet quality standards and milestones.

Atvērt
Regeneron

Clinical Study Specialist at Regeneron

Regeneron
H1B vīzas sponsorsBiotehnoloģijaRažošanaVeselības aprūpe
USAmerikas Savienotās ValstisMAMasačūsetsaNJŅūdžersijaNYŅujorka
93 900 $ – 153 300 $ / gads
HibrīdiPilna slodzeJaunākais speciālistsVidējais līmenisNepieciešamā Valoda: angļuKlīniskais speciālistsVispārīgi
Google Cloud Platform

Support Regeneron clinical trial teams by coordinating study data, sites, reporting, and close-out activities. Help keep studies on track from site activation through completion.

Atvērt